Firm
Protocol Wealth
Denver, Colorado
Fee-only
Protocol Wealth at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 48 individual clients, 34 of them high net worth.
- Its average account is about $3.1 million (assets it manages divided by its 50 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | pwos.app |
| Phone | (720) 383-4550 |
Protocol Wealth fees
Protocol Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $153 million |
| Individual clients | 14 |
| High-net-worth clients | 34 |
| Accounts managed | 50 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-132382) |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 335298 |